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Financial Advisors in Maryland
10,173 Results
Unclaimed
location

Hunt Valley, MD

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Scott Shotto is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with Morgan Stanley, and holds licenses in multiple states. Scott has previously worked with other firms including Paine Webber Incorporated and Morgan Stanley & Co. Incorporated, as well as Morgan Stanley DW Inc. Scott's expertise includes asset allocation advice, financial planning, pension consulting, and educational seminars. Scott serves as volunteer Chairman of The Citadel (Maryland).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BALTIMORE, MD

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Scott Briant is a registered representative with Stifel, Nicolaus & Company, Inc. Scott has been in the industry for over 20 years and holds the Series 17 and SIE exams. Previously, Scott worked at LIBERUM in London and Citigroup Global Markets Inc. in New York. Scott specializes in investments across several areas, including equities, fixed income, mutual funds, and options.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Eagle Strategies LLC

location

TIMONIUM, MD

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scotto D. Caggiano is a financial advisor who has been in the industry since 1988. Scotto is currently registered with Eagle Strategies LLC, which is an investment advisory firm located in Timonium, Maryland. Scotto has previously worked for other financial firms, including Signator Investors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Drexel Burnham Lambert Incorporated. Scotto has a variety of financial certifications, including Series 7, Series 24, Series 63, and Series 66. Scotto specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Scotto's primary focus is on providing financial planning, portfolio management, and pension consulting. Scotto also offers educational seminars and publishes periodicals to keep clients informed about the current market.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Seamus Andrew Ray is a financial advisor with over 28 years of experience in the industry. Seamus is currently registered with T. Rowe Price Investment Services, Inc. and is licensed to provide financial services in 53 states and territories.

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Sean Kilcoyne is an investment advisor representative at T. Rowe Price Advisory Services, Inc. Sean has been in the securities industry since 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as state securities regulators. Sean has passed the Series 63, Series 66, Series 7 and SIE exams. Sean has been with T. Rowe Price since 2014. Sean is a specialist in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

LUSBY, MD

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Sean Evan McGuire is a financial advisor registered with Edward Jones. Sean has been working in the financial industry since 2003 and has experience with a variety of financial products and services. Sean has earned both Series 7 and Series 66 licenses. Sean is currently registered in Maryland and Texas. In the past, Sean has been affiliated with CETERA INVESTMENT SERVICES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

ASB Capital Management LLC

location

BETHESDA, MD

0 Disclosures

ADVISOR BIO

Sean Finnegan is an Investment Advisor Representative at ASB Capital Management LLC. Sean holds a Series 65 license and is registered in Illinois, Maryland, and Virginia. Sean's specializations include portfolio management for businesses, individuals, and pooled investment vehicles. ASB Capital Management LLC provides portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Bengur Bryan & CO., Inc.

location

BALTIMORE, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sean Bilbrough is a financial professional with Bengur Bryan & Co., Inc.. Sean has been working in the financial services industry since January 5, 2017. Sean is registered with FINRA as a registered representative. Sean is also registered with the state of Maryland as a broker-dealer. Sean has passed the Securities Industry Essentials Examination (SIE) and the Investment Banking Registered Representative Examination (Series 79).

SPECIALIZATIONS

No specializations listed.

Unclaimed

T. Rowe Price Advisory Services, Inc.

location

Owings Mills, MD

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Sean Francis Sivo is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc., and is registered in Maryland. Sean has been working in the financial industry since April 2021. Sean has passed the Series 66, Series 7TO, and SIE exams. Sean is registered in 53 states and territories as a broker. Sean has worked with T. Rowe Price since December 2020 and previously worked with AssuredPartners Benefit Advisors, McDaniel College and Aflac.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

T. Rowe Price Investment Services, Inc.

location

BALTIMORE, MD

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sean MacKley is a financial professional with over 20 years of experience in the industry. Sean is currently registered with T. Rowe Price Investment Services, Inc. in Baltimore, Maryland. Sean has previously been registered with Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated, and Deutsche Bank Securities Inc. Sean holds Series 3, 7, 24 and 63 licenses.

SPECIALIZATIONS

No specializations listed.

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